Wealth management - investments advisory

RAVENTIA has helped to define business requirements and solution architecture for a transformation project in investments advisory product line of the bank. Quality consulting, hi-tech system support, attractive investment products, and top market analysts - these are the pillars of unique CSOB services for personal investment management.

The Wealth Management domain is experiencing increased interest of early-stage as well as routine investors. New technology concepts support the rapid take-up of new service providers in the field of investments, often from the non-banking sector (FinTech). Demographic and technological developments have led to growth in some highly perspective segments of end customers. All this, coupled with the impact of MIFID, PSD 2, PRIPS, etc., creates a new context for the entire Wealth Management / Asset Management domain.

ČSOB, as one of the leaders of the banking sector in the area of investments and the most important manager of its own funds and structured products, is continually improving and developing its services and offering value to its clients. RAVENTIA has been invited to this process as a partner with years of experience in global investment markets.

RAVENTIA carried out several targeted analyzes, workshops, a distribution network survey and advanced system solutions, and defined a target state of investment advisory that reflects emerging trends in this dynamically growing industry.

In addition to this analysis, RAVENTIA has also helped to define the solution architecture of a system solution that aims to continuously optimize internal processes, offer further innovations to application tools for clients, and last but not least, to improve the costs and operations parameters of the architecture.

RAVENTIA really appreciates participation in this very exciting project.

“Collaboration with Raventia and TechRules in developing our investment platform and defining business requirements for investment advice has been very beneficial to us. In particular, we appreciated the experience in the field and the open approach in cooperation.”
Anna Paulíková, Project manager and Business architect, ČSOB





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